??It’s almost time for our Striving for the Summit conference! ?? Working with a team as dynamic and connected as ours, you know we’re going to learn a lot and have a great time doing it at this event. We can’t wait to get everyone together to celebrate our amazing 2024 successes and look ahead to an even better 2025. Check out the highlights from last year's event.
Concurrent
金融服务
Tampa，Florida 4,704 位关注者
We empower advisors to elevate their clients' financial futures.
关于我们
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
- 网站
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https://poweredbyconcurrent.com/
Concurrent的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Tampa，Florida
- 类型
- 合营企业
- 创立
- 2017
- 领域
- Corporate retirement plan consulting、Nonprofit retirement plan consulting、Investment management、Financial Planning、401(k) plan rollovers、Retirement Planning、Credit, lending and cash management和Asset management
地点
Concurrent员工
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Eddy Augsten, CIMA, CAIA, MSF
Managing Director, Head of Investments at Concurrent
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Mark Rossi
Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset…
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Tom Pistole, ChFC, CLU, CLTC
Business Development | Sales Management
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Joe M.
Managing Director, Platform Solutions and Advisor Experience
动态
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Congratulations to our partner firm, Wealth Partners Alliance on being named one of the Top Wealth Managers in the Dallas-Fort Worth area for 2024 by D Magazine! We’re thrilled to see their hard work and dedication honored in this way. It’s a privilege to partner with a team so committed to delivering excellence for their clients and community.
Wealth Partners Alliance is honored to announce that the firm has been selected as one of the Top Wealth Managers in the Dallas-Fort Worth area for 2024 by D Magazine. This recognition is a true testament of the hard work and dedication of our incredible team, as well as the trust and confidence our clients place in us every day. Thank you to our clients, partners, and supporters for helping us achieve this milestone. We look forward to continuing to grow our footprint across Texas and becoming a top financial destination for both advisors and clients. Pick up a copy of the November issue of D Magazine and click below to read more about our feature: https://lnkd.in/guZtUmWB . . . #wealthpartnersalliance #independentfinancialadvice #poweredbyconcurrent David A. McBee, Jr. AIF? Brittany Smith, AIF? John Saalfield Rick Lima Mike Peschel David Silva John Garcia Garry Scheufler Rodd Newhouse, EJD, AWMA?, SE-AWMA? Lora Hoff Joshua Hoff Courtney Andring Concurrent Mandy Haskell, CFP?, CDFA? Brandon L. Glasscock Lindsay Lambert Courtney Tate Tia Woolfolk Robin Ankeny Kristin Weale Sara DiCamillo Ferrell Hilsman James Michael Voltin, CFP?, CPWA? Mark Wood Mackenzie Jenkins Gabbriella Ampel
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We’re proud of our very own Courtney Haddad for attending the InvestmentNews Women Advisor Summit! She brought back invaluable insights and connections to further strengthen our commitment to empowering our clients. #WomenofConcurrent
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Concurrent转发了
It’s not always easy creating and running a world class technology platform and service teams however something Concurrent Ops take very seriously! The Concurrent Ops Management team staying fit at a soulcylcle class - ready to serve our advisors! #poweredbyconcurrent
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Congratulations to Concurrent advisors Ramin Abrams and Brian Gray for completing the New York City Marathon! We admire their dedication and hard work in and out of the office. A special shout out to Ramin's father who also ran and completed his 25th consecutive NYC Marathon!
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"We want to maintain our individual indentities and autonomy with the firms that we work with, while jointly investing in a shared infrastructure where we can scale the scalable. Our primary goal is to take those non-differentiating aspects of the advisors' world and life off their plates." Hear more from Jeremy Massullo, VP of Base Camp Operations, on The COO Roundtable podcast with Matt Sonnen of Coldstream as they discuss operational topics that RIAs are facing today and how Concurrent combats them for our advisors. https://lnkd.in/eQi9smsE
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?? Advisor Spotlight: Lindamood Financial Group We’re proud to work with great firms like Lindamood Financial Group in Lebanon, Virginia. They are dedicated to helping their clients build a secure and purposeful financial future. As an independent firm powered by Concurrent, Lindamood focuses on: ??Personalized strategies: Tailored to client risk tolerance, goals, and time horizon ??Team-driven approach: Lindamood’s diverse team collaborates to offer comprehensive financial solutions ??Client-first mindset: Clients are more than a number, they’re part of the family As a Concurrent partner, Lindamood has access to our network of technology, providers, and solutions, allowing them to focus on their business and clients. https://lnkd.in/eCUnSKNu
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For high-net-worth investors, it’s all about alternatives. We’re excited to introduce the Concurrent Alternative Investment Platform, our enterprise-grade offering that equips advisors with comprehensive, multi-asset alternatives portfolios to better meet the financial goals of high-net-worth investors. Concurrent advisors seamlessly access private equity, private credit, real estate, infrastructure, and absolute return hedge funds from blue-chip investment managers–all areas that have typically been only available to institutional investors. As our Managing Director of Investments, Eddy Augsten, CIMA, CAIA, MSF says, “Not all alts are created equal, and we want to make sure our advisors and clients have access to the best solutions. The level of experience and pedigree represented in the investment managers we’ve curated will make a real difference in financial outcomes and the value our advisors can now bring to their client portfolios.” https://lnkd.in/e4iV_s88
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When it comes to wealth management, Ramin Abrams, our Private Wealth Financial Advisor, is “slaying” the game by focusing on young, high-earning Millennials and Gen Z. In a conversation with Josh Welsh at InvestmentNews, he emphasizes the importance of financial literacy and guides his clients through unique income streams while setting up essential foundational accounts. Discover how Ramin’s holistic approach prepares these digital entrepreneurs to make their money work for them. https://lnkd.in/eMq4fDeY
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